|
|
|
|
| BondsOnline.com: instant access to and extensive coverage of over 3.5 million stocks, bonds, indexes and other securities covering major and emerging markets and exchanges across the globe. |
|
|
| Bonds Online |
 |
 |
| 5/10/2013Market Performance |
| Municipal Bonds |
|
S&P National Bond Index
|
3.00% |
|
|
S&P California Bond Index
|
2.96% |
|
|
S&P New York Bond Index
|
3.13% |
|
|
S&P National 0-5 Year Municipal Bond Index
|
0.70% |
|
|
| S&P/BGCantor US Treasury Bond |
400.09 |
|
| More |
|
| Income Equities: |
| Preferred Stocks |
|
S&P U.S. Preferred Stock Index
|
848.03 |
|
|
S&P U.S. Preferred Stock Index (CAD)
|
636.26 |
|
|
S&P U.S. Preferred Stock Index (TR)
|
1,701.05 |
|
|
S&P U.S. Preferred Stock Index (TR) (CAD)
|
1,276.26 |
|
|
| REITs |
|
S&P REIT Index
|
174.07 |
|
|
S&P REIT Index (TR)
|
425.30 |
|
|
| MLPs |
|
S&P MLP Index
|
2,469.58 |
|
|
S&P MLP Index (TR)
|
5,428.50 |
|
|
See Data
|
|
|
 |
 |
|
 |
|
|
|
5 Positive And Negative Investment Themes From Gary Shilling |
Business Insider - Oct. 4, 2010
Gary Shilling has been one of the few macro economists who has nailed most of the big trends during the Great Recession. His 2008 predictions prior to the market implosion were remarkably accurate. In his latest Insights column Mr. Shilling highlighted 5 favorable and unfavorable trends for an uncertain market:
Favorable:
Treasury bonds – Treasurys will continue to rally as a safe haven in a sea of trouble, slowing growth and looming deflation.
The dollar vs the Euro – The eurozone remains in deep trouble and the buck is the world’s safe haven.
The dollar vs Australian dollar – Australia has become a Chinese colony as the island continent’s minerals are dug up and sent to China.
Eurodollar futures – This theme depends on the Fed continuing to keep rates flat in the face of an uncertain economy at least through the middle of next year. Big moves in the eurodollar prices are small in absolute terms, so you need the leverage of futures to make meaningful money. Calls on the futures are also available.
Income-producing stocks – Included are utilities, drugs and telecoms with high, safe and rising dividends. Also, high grade munis, corporates, preferred stocks and master limited partnerships.
Unfavorable:
U.S. stock market – With the slowing U.S. economy, looming deflation and likely resumption of eurozone woes, stocks in general appear vulnerable.
Commercial real estate – REIT’s look overblown in view of the continuing commercial real estate woes.
Banks and other financial institutions – Medium size banks are laden with questionable commercial real estate loans, and large banks are under a cloud with the ongoing eurozone crisis.
Commodities – Many commodities are priced in dollars, so the greenback’s strength depresses their prices. Also, popular sentiment is moving toward our forecast of slow global growth in the second half of 2010 and beyond. All will reduce demand for commodities as stockpiling in China ends.
Chinese stocks – Chinese stocks remain questionable as the “stop” phase of her stop-go economic policy reigns.
Source: Gary Shilling
Read more: http://www.businessinsider.com/positive-and-negative-investment-themes-from-gary-shilling-2010-10#ixzz11OvoYeuM
|
|
|
|
|
 |
| Partner Market Place |
 |

|
 |
| Stuff to look at |
Yield and Income Newsletter: A must have for income investors. subscribe NOW
S&P Commentary and Newsletters: S&P
|
 |
| BondsOnline Advisor |
Income Security Recommendation January 2013 Issue.
Keep up with monthly, in-depth coverage of fixed income market strategies, commentary, and insights as seen by our sources. Sign up for the free BondsOnline Advisor now!
Unsubscribe here [+] |
 |
|
|
|
 |
 |
|
|